LWM Advisory Services, LLC

Est. AUM

$92.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TATE STR SPDR S&P 500 ETF T	TR UNIT	$14.2M	21873	15.33%	SOLE
2	APPLE INC	COM	$8.2M	32333	8.85%	SOLE
3	WISDOMTREE TR	FLOATNG RAT TREA	$5.4M	107469	5.83%	SOLE
4	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$4.3M	85353	4.60%	SOLE
5	WORLD GOLD TR	SPDR GLD MINIS	$4.2M	45493	4.54%	SOLE
6	J P MORGAN EXCHANGE TRADED F	FLEXIBLE DEBT ET	$3.9M	79111	4.23%	SOLE
7	INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$3.5M	125658	3.80%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.4M	7071	3.65%	SOLE
9	AMAZON COM INC	COM	$3.1M	14701	3.30%	SOLE
10	NVIDIA CORPORATION	COM	$2.8M	15834	3.01%	SOLE
11	MICROSOFT CORP	COM	$2.7M	7297	2.93%	SOLE
12	INVESCO QQQ TR	UNIT SER 1	$2.3M	4047	2.52%	SOLE
13	LPHABET INC	CAP STK CL C	$2.2M	7669	2.38%	SOLE
14	WISDOMTREE TR	EFFICIENT GLD PL	$1.3M	20192	1.37%	SOLE
15	J P MORGAN EXCHANGE TRADED F	DIVERSFED RTRN	$1.2M	10474	1.29%	SOLE
16	JPMORGAN CHASE & CO	COM	$1.2M	3992	1.27%	SOLE
17	ISHARES TR	0-3 MNTH TREASRY	$1.2M	11595	1.26%	SOLE
18	ISHARES TR	RUSSELL 3000 ETF	$1.0M	2829	1.13%	SOLE
19	ALPHABET INC	CAP STK CL A	$956K	3216	1.03%	SOLE
20	SPDR INDEX SHS FDS	STATE STREET SPD	$877K	19208	0.94%	SOLE
21	ISHARES TR	TRUST ISHARE 0-1	$821K	7434	0.88%	SOLE
22	NEXTERA ENERGY INC	COM	$772K	8314	0.83%	SOLE
23	ELI LILLY & CO	COM	$762K	828	0.82%	SOLE
24	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$740K	6444	0.80%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET TEC	$727K	5468	0.78%	SOLE
26	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$708K	2980	0.76%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$690K	12647	0.74%	SOLE
28	ISHARES TR	YLD OPTIM BD	$637K	28268	0.69%	SOLE
29	FIRST TR EXCHANGE-TRADED FD	SHS	$605K	12859	0.65%	SOLE
30	ILLICOM INTL CELLULAR S A	COM STK	$598K	7978	0.64%	SOLE
31	AT&T INC	COM	$586K	20204	0.63%	SOLE
32	FIRSTENERGY CORP	COM	$573K	11309	0.62%	SOLE
33	ISHARES TR	GLOBAL 100 ETF	$571K	4723	0.62%	SOLE
34	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$571K	14875	0.62%	SOLE
35	VISA INC	COM CL A	$545K	1790	0.59%	SOLE
36	J P MORGAN EXCHANGE TRADED F	DIVERSFD EQT ETF	$540K	10295	0.58%	SOLE
37	NETFLIX INC.	COM	$530K	5512	0.57%	SOLE
38	TATE STR SPDR DOW JONES IND	UT SER 1	$512K	1106	0.55%	SOLE
39	AMPHENOL CORP	CL A	$504K	3985	0.54%	SOLE
40	ISHARES TR	US SML CAP EQT	$498K	6598	0.54%	SOLE
41	CHENIERE ENERGY INC	COM NEW	$489K	1725	0.53%	SOLE
42	WASTE CONNECTIONS INC	COM	$478K	2948	0.51%	SOLE
43	INTERNATIONAL BUSINESS MACHS	COM	$467K	1925	0.50%	SOLE
44	BLACKROCK INC	COM	$463K	481	0.50%	SOLE
45	YPF SOCIEDAD ANONIMA	SPON ADR CL D	$443K	9579	0.48%	SOLE
46	SERVICE CORP INTL	COM	$438K	5303	0.47%	SOLE
47	NU HLDGS LTD	ORD SHS CL A	$434K	30210	0.47%	SOLE
48	ISHARES TR	RUS 1000 VAL ETF	$424K	1983	0.46%	SOLE
49	ATON CORP PLC	SHS	$420K	1173	0.45%	SOLE
50	AON PLC	SHS CL A	$418K	1295	0.45%	SOLE

1–50 of 75

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.